Wow.Ok who were the smart ones who bought? Must be some.
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Also reminds me of Paysauce. But this horse seems to have been equipped the almighty blockchain so who knows.
I use them, and also worked with the service providers they have since taken over. They are every bit as efficient as they say they are, to the point we didn't need to replace a staff member who left our team due to the streamlined automated processes TW provided. Financials don't look too flash but I have seen the growth to date and if they can continue that trend it looks quite intriguing. I wouldn't have thought their MOAT was very strong though, and companies like Wisetech on the ASX already have such a stranglehold on the global cargo software market. Watching with interest..
Back to the start. Anyone wants to jump in?
Thanks p &p,appreciate your sharing first hand and that low moat and competitors are risks especially at this valuation.Wisetech a it beast. Be int in any strong points of diff TW have.Am watching for a small poss initial entry.
Bit quiet in here considering that TWL was the biggest gainer the past 2 days. Not popular with the STers perhaps?
I bought in at the start and am very happily holding, would have been in for a much lower price if ASB Securities had got their bums into gear rather than messing me about but still happy with the price I paid overall. I do think they have some careful decisions to make about competitors (Wisetech as previously mentioned) but also some of the innovators in the crypto space. I see this one as being a moderate risk with large potential upside so happy holder.